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Schwab Charles Family shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Schwab Charles Family

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All positions including Schwab Charles Family held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Charles Family by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $581k 581k 1.00
2023-12-31 $1.6M 1.6M 1.00
2023-09-30 $2.1M 2.1M 1.00
2023-06-30 $6.6M 6.6M 1.00
2023-03-31 $510k 510k 1.00
2022-12-31 $1.0M 1.0M 1.00